Personal Lines Account Manager
4 weeks ago
Williamsburg Insurance Associates, a leading independent insurance agency, seeks an experienced Personal Lines Account Manager to join our team. This role offers a unique opportunity to work in a supportive environment, fostering professional development and collaboration. Our agency partners with top carriers, including Erie, National Grange Mutual, Travelers, Nationwide, and Donegal.
Key Responsibilities:
- Support producers' sales efforts by developing complete submissions and obtaining quotes in accordance with agency marketing procedures.
- Perform annual reviews of renewal policies to ensure proper coverage, incorporating client and producer information.
- Maintain client files and ensure proper documentation by processing policies, endorsements, and activities according to agency procedures.
- Respond to client inquiries, emails, and company requests in accordance with agency guidelines.
- Participate in courses to maintain current knowledge of underwriting requirements and industry trends.
Requirements
- Extensive knowledge of personal insurance.
- Experience in operating in an electronic environment, including knowledge of TAM.
- Strong time management, organizational, and communication skills.
- Ability to build and develop relationships with clients and staff.
- High degree of self-motivation and self-direction.
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